Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,144 | $74,888+240.7% | $71,209+258.3% | $142,382+79.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.40% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,822 | $2,854+279.2% | $2,721+297.7% | $4,299+151.7% |
| Participant deferral / active EE | $15,881 | $4,454+256.5% | $4,175+280.4% | $6,507+144.1% |
| Admin fee / account holder | $292,756 | $5,568+5157.5% | $5,349+5373.3% | $12,624+2219.1% |